Setting up the integration:
- If you are an Aqumulate (formerly Advisor Exchange) user, you can establish an account feed from Aqumulate to Redtail.
- You can contact Aqumulate to let them know you want to establish this feed with Redtail.
- You'll also need to contact Redtail support at 800-206-5030 opt. 3 then opt. 2 or via email at firstname.lastname@example.org to provide the rep name and rep SS# for each rep for whom you want the feed turned on. You'll also need to provide the database owner's name.
- We'll then set this up on our end and the feed typically begins 2-3 business days after setup. Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.
Account data is pushed from Aqumulate to Redtail based off of the Tax ID Number.
Click here to return to the list of Data Feeds.